T

Trading212

Commission-free trading platform for retail investors

Transfers Customer Experience Specialist

Customer SupportPosted on Nov 12
Full-timeSofia, BulgariaNo salary listed

About the Job

Requirements

  • Proficiency in English at C1 level or above.
  • Strong written and verbal communication skills.
  • Strong attention to detail and problem-solving skills.
  • A customer-oriented approach focused on precision and accuracy.
  • Good time-management and multitasking abilities.
  • Ability to work independently and as part of a team.
  • Willingness to learn and develop deep expertise in portfolio transfers.
  • Adaptiveness to a rapidly changing environment.
  • At least one year of experience in a customer support role is an advantage, preferably in technology, fintech, or performance-driven teams.

Responsibilities

  • Handle client enquiries specifically related to portfolio transfers via chat and email.
  • Guide clients through the end-to-end transfer process by explaining requirements clearly and setting expectations.
  • Investigate and resolve portfolio transfer issues, ensuring accurate and timely execution.
  • Coordinate with internal teams, especially Transfer Operations, to ensure smooth processing of transfer requests.
  • Proactively monitor pending cases, follow up where needed, and provide clear, timely updates to clients.
  • Channel client feedback into concrete suggestions to improve processes, tools, and client experience.
  • Act as a trusted point of contact for clients on transfer-related matters, delivering a premium support experience.

Desired Qualifications

  • Previous experience in customer service or operations.
  • Familiarity with portfolio transfers, brokerage, or stock-market processes.
  • Understanding of the fintech or online investing industry.
  • A university degree in Finance, Business Administration, Economics, or a related field.

About the Company

Trading212

Commission-free trading platform for retail investors

Trading212 provides an online trading platform for individual investors to buy and trade a wide range of financial instruments, including stocks, ETFs, and commodities. Its main product features a user-friendly web and mobile experience, with an emphasis on commission-free trading and tools like ‘investment pies’ that let users create diversified portfolios easily. Users fund accounts, place trades, and can earn interest on uninvested cash. The platform generates revenue from cash balances, premium features, and spreads on trades. Compared with others, Trading212 differentiates itself with its simple interface, the investment pies diversification tool, and a focus on retail investors in Europe and the UK, backed by reliable customer service. Its goal is to make investing accessible and affordable for everyday investors by providing a straightforward, low-cost platform for managing portfolios and growing wealth over time.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$28.7M
Headquarters
London, United Kingdom
Founded
2003

Recently Posted Jobs

Explore more opportunities at Trading212

See more jobs